See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,263 | $90,600-93.1% | $79,464-92.1% | $135,375-95.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.56% | 977.43%-987.0pp | 718.14%-727.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,930 | $3,068-37.1% | $2,800-31.1% | $4,779-59.6% |
| Participant deferral / active EE | $1,962 | $4,050-51.5% | $3,704-47.0% | $5,609-65.0% |
| Admin fee / account holder | $119 | $5,907-98.0% | $5,113-97.7% | $10,827-98.9% |